Simplify Complex
Federal Retirement Plans

Simplify Planning Complexities

Federal retirement plans and benefits are complex, just ask any advisor who has tried working with a federal employee. TRAK provides you one solution to simplify these complex plans. TRAK illustrates the FERS, CSRS, and CSRS Offset benefits and survivor benefit options, Federal Employee Group Life Insurance, TSP account and life annuity projections, and Federal Long-term Care Insurance. Incorporate Social Security and other assets and accounts for a detailed retirement plan.

Create detailed, engaging retirement plans for federal employees in a matter of minutes using TRAK The Retirement Analysis Kit software.

Differentiate Yourself

To stand out and grow your business in a competitive field you must differentiate yourself and your services.  Stand out as a federal retirement expert who works confidently with America’s 4 million federal employees. TRAK can help you differentiate yourself by giving you tools designed specifically for the federal market.

Let TRAK do the heavy lifting and start working with federal employees today!

With TRAK, clients get such a clear sense of where they need to make changes. That gives my recommendations a relevancy and immediacy that help them make the changes.

Ann Vanderslice

Federal Retirement Advisor, Retirement Planning Strategies

Federal Retirement Cheat Sheets

Work with Federal Employees?

Working with federal retirement plans can be complicated. Our federal employee cheat sheets help put all the basic plan details at your fingertips.

Providing retirement advice to federal employees can be a challenge because of the many details and complexities of the CSRS and FERS retirement systems.

Click the button below to download our free federal retirement plan cheat sheets!

Nobody says it like another advisor

Hear how other successful Federal advisors are using TRAK!

Discover a New Way to Engage Clients and Participants

Discover what many successful advisors already know, and see for yourself how TRAK can transform your conversations with clients and participants.
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